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LSVAX vs NAESX
LSVAX vs NAESX Comparison
Open Charts LSVAX vs NAESX
Loomis Sayles Small Cap Value Admin
Price$21.38
Change-$0.18 (-0.83%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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LSVAX vs NAESX Comparison Chart
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LSVAX vs. NAESX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LSVAX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. LSVAX (402M). NAESX pays higher dividends than LSVAX: NAESX (1.31) vs LSVAX (0.00). LSVAX was incepted earlier than NAESX: LSVAX (27 years) vs NAESX (64 years). LSVAX is a more actively managed with annual turnover of: 26.00 vs. NAESX (12.00). LSVAX has a lower initial minimum investment than NAESX: LSVAX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 25.47 vs. LSVAX (0.19). NAESX return over 5 years is better than : 53.25 vs. LSVAX (-20.64).
| LSVAX | NAESX | LSVAX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 64 years | - |
| Gain YTD | 10.720 | 10.861 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 402M | 149B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 0.19 | 25.47 | 1% |
| Returns for 3 years | -24.93 | 8.84 | -282% |
| Returns for 5 years | -20.64 | 53.25 | -39% |
| Returns for 10 years | -40.10 | 120.79 | -33% |